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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,314 | $148,623-93.1% | $135,974-92.4% | $139,466-92.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.88% | 79.30%-70.4pp | 68.30%-59.4pp | 373.66%-364.8pp |
| Employer contribution / active EE | $476 | $5,246-90.9% | $4,859-90.2% | $4,754-90.0% |
| Participant deferral / active EE | $3,986 | $8,103-50.8% | $7,760-48.6% | $6,712-40.6% |
| Admin fee / account holder | $4,360 | $12,406-64.9% | $10,767-59.5% | $11,409-61.8% |